Universal Containers has asked a business analyst (BA) to assist the sales management team with a request for a new picklist field called "Lost Reason" on the Opportunity object
with the goal of improving pipeline reports. After mapping the managers to the sales leader
persona and obtaining feedback from them, the BA has discovered that the managers want
to better understand Closed/Lost Opportunities so they can help sales teams close more
deals.
Which option should the BA use to construct the user story?
A. As a sales leader, I want to see more details on Closed/Lost Opportunities so I can help
the sales team improve close rates.
B. As a sales team member, I need additional enablement training and reporting
information to help
the improve close rates.
C. AS a sales leader, I need a new "Closed/Lost Reason" picklist field on Opportunities and
better reports to help the sales team improve close rates.
A. As a sales leader, I want to see more details on Closed/Lost Opportunities so I can help
the sales team improve close rates.
Explanation:
This answer provides an example of how to construct the user story for creating a new picklist field called “Lost Reason” on the Opportunity object with the goal of improving pipeline reports, using this format: As a , I want , so that . This answer defines the persona as “sales leader”, who is likely to be one of the main users or beneficiaries of this feature. It also defines the goal as “see more details on Closed/Lost Opportunities”, which is what they want to accomplish with this feature. Finally, it defines the value as “help the sales team improve close rates”, which is why they want to accomplish this goal and how they will measure success.